Financial Adviser

Recruit UK ,
Bristol, Bristol
More Details
Job Type: Full-time
Salary: £40,000 per annum

Overview

Job Title: Financial Planner Industry: Financial services Location: Bristol Salary: Self Employed Reference: 14679 Job Description: Recruit UK are working on an excellent opportunity for a Financial Adviser in Bristol to join a Wealth Management Firm as a Financial Adviser. We are working with a FTSE 100 financial services firm that offers a wide range of wealth management services. Due to the continued growth of the business and continued growth of the wealth of their clients they are now looking to take on a financial adviser. This is a medium sized financial planning firm who has recently moved to a lovely refurbished site in Clifton Currently two other financial planners with a support team in place. This firm pride themselves on the training and support they have in place for all of their members of staff. This is a self employed opportunity with 70/30 split on your own clients with anything passed from the business being a 50/50 split. This role would suit someone who is a level 4 qualified individual, either from banassurance, mortgage advice or a trainee financial planner. Duties will include but will not be limited to: - Building on existing relationships with clients - Seeking opportunities to bring in new business to the firm - Using your entrepreneurial flair to develop your own personal brand as a financial planner What’s in it for you: - Back office and technical support - Competitive splits including 70/30 on IAF and OAF (own clients) - PI covered whilst in probation Skills and experience required: - Level 4 diploma in financial planning - Essential - Have worked within the financial services sector for the last 2 years - Desired - Own clients to novate - Desirable - Aspire to become a successful financial planner About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Wealth Management Firm based in Bristol on a Financial Planning role. Our commitment to you · Start every journey with a conversation to find out about you in-depth. · Provide honest feedback on where you fit in the job market. · Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you. · Take a holistic mindfulness approach - career happiness is rarely just about the money. · Cover the whole of the UK with a local touch through our regional teams. · Never pester you

People also viewed